# Klein Pavlis & Peasley Financi 401(k) Plan
Source: https://planprovider.pro/companies/klein-pavlis-peasley-financi-401k-plan

> Klein Pavlis & Peasley Financi's 401(k) plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Klein Pavlis & Peasley Financi

- **Sponsor EIN:** 330591019

- **Sponsor Address:** 4 PARK PLZ, IRVINE, CA, 926146212

- **Plan Type:** 401(k)

- **Total Participants:** 6

- **Total Assets:** $704,132

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|6|$704,132|$18,318|$40,618|

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